Your Legacy Survey

Uncovering the Depth and Influence of Your Life Journey

One-Minute SURVEY:

Peace of Mind or Family Feuds: What Legacy Will You Leave Behind?

What keeps you up at night?

The thought of your family arguing over your assets?The fear of leaving them unprepared due to a lack of estate planning? BothNeither

Your Legacy's Destination: Loved Ones or Government Pockets?

Would you prefer:

Your hard-earned assets to enrich your family's future?

To have your estate diminished by taxes and fees to the government?

Who Holds the Reins? Choosing Between Family and Strangers During Incapacity

In case you're unable to make decisions, who would you trust to manage your medical and financial affairs:

Trusted loved one?Court-appointed guardian?

The Cost of Security: Estimating the Value of Peace of Mind

How much do you think securing your legacy through estate planning would cost you?

$20,000 $10,000$7,500$2,500 or less

Facing the Uncomfortable to Secure the Future: Are You Ready?

Are you willing to:

Have tough conversations now to ensure your wishes are honored and your legacy is secure?Simply leave it to chance and the government systems (like probate)

Tomorrow’s Uncertainty: Leaving a Clear Path or a Maze for Your Family?

If something happens to you unexpectedly, would your family face:

A clear roadmap to manage your estate and final wishes?Confusion and legal hurdles?

Thank You for Helping Us Understand Estate Planning Better!

As a token of our appreciation, receive your FREE Guide: 'Legacy Matters’'. This easy-to-follow resource is packed with actionable steps and education to protect your legacy, avoid common pitfalls, and ensure your loved ones are cared for. Perfect for beginners and those needing a refresher, it’s your first step towards peace of mind.

We would like to thank you for providing us with useful information, in helping us to best serve you.